UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303B
AUM Growth
+$54.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,075
New
Increased
Reduced
Closed

Top Buys

1
+$3.04B
2
+$2B
3
+$1.79B
4
AMZN icon
Amazon
AMZN
+$1.24B
5
META icon
Meta Platforms (Facebook)
META
+$1.03B

Top Sells

1
+$555M
2
+$482M
3
+$362M
4
IAU icon
iShares Gold Trust
IAU
+$322M
5
CRH icon
CRH
CRH
+$213M

Sector Composition

1 Technology 20.26%
2 Financials 10.32%
3 Healthcare 8.24%
4 Consumer Discretionary 7.26%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2776
$2.54M ﹤0.01%
22,998
+22,057
2777
$2.54M ﹤0.01%
677,253
+643,359
2778
$2.54M ﹤0.01%
141,557
+10,892
2779
$2.52M ﹤0.01%
28,227
-5,010
2780
$2.52M ﹤0.01%
98,486
-76,397
2781
$2.52M ﹤0.01%
75,277
-64,620
2782
$2.52M ﹤0.01%
229,730
+5,398
2783
$2.51M ﹤0.01%
133,931
+2,255
2784
$2.51M ﹤0.01%
12,219
-4,866
2785
$2.51M ﹤0.01%
34,592
-19,940
2786
$2.51M ﹤0.01%
106,375
+1,721
2787
$2.5M ﹤0.01%
571,120
+5,182
2788
$2.5M ﹤0.01%
218,564
-31,288
2789
$2.49M ﹤0.01%
141,036
-38,660
2790
$2.48M ﹤0.01%
168,942
+92,540
2791
$2.48M ﹤0.01%
341,304
+49,376
2792
$2.47M ﹤0.01%
3,898
-586
2793
$2.47M ﹤0.01%
18,770
+800
2794
$2.47M ﹤0.01%
95,406
+6,304
2795
$2.47M ﹤0.01%
65,412
+12,260
2796
$2.47M ﹤0.01%
39,377
-54,094
2797
$2.47M ﹤0.01%
70,135
-15,389
2798
$2.46M ﹤0.01%
112,066
-18,578
2799
$2.45M ﹤0.01%
188,983
+8,482
2800
$2.45M ﹤0.01%
45,557
+3,054
110 111
112
113 114